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Ables Iannone Moore & Associates’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Ables Iannone Moore & Associates’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-150
Closed -$7.95K – 111
2023
Q4 		$7.95K Buy
+150
New +$7.32K 0.01% 193

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ables Iannone Moore & Associates's CGW Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Invesco S&P Global Water Index ETF (CGW) in Q1 2024, closing a stake of 150 shares — an estimated $7.95K sold.

Ables Iannone Moore & Associates first reported a position in CGW in Q4 2023 and held it in 1 quarter. The position peaked at $7.95K in Q4 2023. 187 funds tracked by Wall St. Rank hold CGW as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Invesco S&P Global Water Index ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 150 Invesco S&P Global Water Index ETF shares in Q1 2024, an estimated $7.95K.
  • Ables Iannone Moore & Associates first reported a position in Invesco S&P Global Water Index ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Invesco S&P Global Water Index ETF position peaked at $7.95K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.